Barrel Park Investments, LLC (Brooklyn)

Name: Barrel Park Investments, LLC
Address: 134 North 4 Th Street, Brooklyn, NY, 11249
Telephone: 1 (212) 313-9501

Barrel Park Investments, LLC is an investment adviser to an investment company based in Brooklyn. It manages $23 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.

Barrel Park Investments provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barrel Park Investments: assets under management

The assets under management (AUM) of Barrel Park Investments, LLC is $23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.83 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Barrel Park Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Barrel Park Investments serves?

The only and largest group of clients of Barrel Park Investments is investment companies with 6 clients and $23 million of assets under management. Among the 4 most similar advisory firms, Barrel Park Investments has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $23 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Barrel Park Investments doesn't advise any private funds.

Careers at Barrel Park Investments, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brett Chamberlin Boshco	Ceo & cco	1 Sep 2017	Other	4985587
Cody Arthur Audette	Coo	1 Sep 2017	Other	4919881
Inc. Lobby 7 Capital	Member	1 Sep 2017	75% - 100%	82-1278814

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Cody Arthur Audette	Member	1 Mar 2017	25% - 50%	4919881
Brett Chamberlin Boshco	Member	1 Mar 2017	50% - 75%	4985587
Llc Lobby 10 Capital	Shareholder	1 Apr 2017	75% - 100%	82-0971716

Based in Brooklyn

The principal office where Barrel Park Investments, LLC performs its advisory services is located at 134 North 4 Th Street, Brooklyn, NY 11249, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1 (212) 313-9501 or by fax 1 (212) 313-9501. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at barrelparkinvestments.com.